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Finance book 2 unit 13
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Game Code: 947006
English
9
Public
Financial Advisor
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a professional who is paid to help individuals and corporations to manage their money through investments, insurance and retirement plans
FINANCIAL ADVISOR
15
helps people raise money for retirement, advises how to invest for the future
FINANCIAL PLANNING
20
how willing is a client to lose money
RISK ASSESSMENT
20
a summary of a client’s investments and investing style
INVESTOR PROFILE
20
the division of investment sinto stocks, bonds and ther investment products
ASSET ALLOCATIONS
25
protect people against losses
INSURANCE PRODUCT
15
money paid to a professional for selling a product or service
COMMISSION
20
the advisor is paid derectly by the client instead of earning a commission
FEE – ONLY
20
a situation where an individual allows private interests to improperly affect professional decisions
CONFLICT OF INTEREST
20
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